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Re: JohnCM post# 127

Wednesday, 04/03/2019 1:32:44 PM

Wednesday, April 03, 2019 1:32:44 PM

Post# of 3061
Well, and an additional aspect which is truly confusing is many who are taking these actions the past 12 months still have handfuls of incomplete projects...such as the one company mentioned (58MM per, $300MM total) that has dozens of paper only locations yet to build out and open...(That they could have built out and got running for $200MM, etc.....)

Seems like everyone is shooting for the "biggest" title, but to date, the majority are all paper only holdings.....

"We're the biggest/one of the biggest"....
No. When you actually have the sites built and the doors open, then it actually means something, especially at a time when as we're discussing, those large collections of licenses being assembled could be done for "pennies".

All this tells me is every company doing so is going to need XXXMM more to actually complete everything and open.

It's too personal to be business.